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Financial Client Associate/Operations Assistant – Highlands, North Carolina
Find An Advisor
- Abilene, Kansas
  - Amanda Cormack
  - Amanda Cormack Contact
  - Patricia O’Malley
  - Patricia O’Malley Contact
- Atlanta, Georgia
  - Monnye Hedrick Furr, AAMS®
  - Monnye Hedrick Furr, AAMS® Contact
  - Richard C. Cardin
  - Richard C. Cardin Contact
  - Roland H. de Liniere
  - Roland H. de Liniere Contact
- Baltimore, Maryland
  - Brian Rubin, CRPC®
  - Brian Rubin, CRPC® Contact
  - Jeffrey Weiner
  - Jeffrey Weiner Contact
  - Nancy Eshmont, CFP®
  - Nancy Eshmont, CFP® Contact
  - Rick Faby
  - Rick Faby Contact
  - Robert Zimmer
  - Robert Zimmer Contact
- Berryville, Arkansas
  - Allen C. Rogers
  - Allen Rogers Contact
  - Mavis Lehr
  - Mavis Lehr Contact
- Birmingham, Alabama
  - Clay Penton Cook
  - Clay Penton Cook Contact
  - Steven Phillips, AAMS®
  - Steven Phillips, AAMS® Contact
  - Tommy Luttrell
  - Tommy Luttrell Contact
- Boynton Beach, Florida
  - A.G.E. Wealth Management
  - Debra Taylor Targett, CFP®
  - Debra Taylor Targett, CFP® Contact
  - Jeffrey L. Hill
  - Jeffrey L. Hill Contact
  - Kim Bowers
  - Kim Bowers Contact
  - Mary McLaughlin
  - Mary McLaughlin Contact
  - Rachel Walczak, AAMS®
  - Rachel Walczak, AAMS® Contact
  - Steven Brill, CFP®
  - Steven Brill, CFP® Contact
  - Thomas Kintz
  - Thomas Kintz Contact
- Canton, Ohio
  - Jim Stein
  - Jim Stein Contact
  - Kurt Faulhaber
  - Kurt Faulhaber Contact
  - Michael Rosso
  - Michael Rosso Contact
  - Michele J. Stuban-Peters
  - Thomas Addessi, AAMS,®
  - Thomas Addessi, AAMS,® Contact
  - Timothy Dvorak
  - Timothy Dvorak Contact
- Chandler, Arizona
  - Greg Thornton, AAMS®
  - Greg Thornton, AAMS® Contact
  - Theresa Clemmons, ADPA®
  - Theresa Clemmons, ADPA® Contact
- Chattanooga, Tennessee
  - Joe Donnovin, Jr.
  - Joe Donnovin, Jr. Contact
  - Joe Pollak
  - Joe Pollak Contact
  - Tom Trivers
  - Tom Trivers Contact
  - Ward Petty
  - Ward Petty Contact
- Clemson, South Carolina
  - Derek W. Lunka, CFP®
  - Derek W. Lunka, CFP® Contact
  - Ernie Wright, CFP®
  - Ernie Wright, CFP® Contact
  - Kate Wright Dill
  - Kate Wright Dill Contact
  - Lunka Investment Group
  - Teresa Tsipis
  - Teresa Tsipis Contact
  - Victor W. Lunka, CFP®
  - Victor W. Lunka, CFP® Contact
- Columbus, Ohio
  - Daniel R. LaMacchia, CFP®
  - Daniel R. LaMacchia, CFP® Contact
  - Paul S. Kosling
  - Paul S. Kosling Contact
- Concord, New Hampshire
  - Bill Kearney, CFP®
  - Bill Kearney, CFP® Contact
  - Concord Office
  - Greg Zini
  - Greg Zini Contact
  - Lois Parker
  - Lois Parker Contact
  - Robert H. “Bob” Gile
  - Robert H. “Bob” Gile Contact
- Corning, New York
  - David Davies
  - David Davies Contact
  - Jill Miller
  - Jill Miller Contact
  - Kristen Ketchum
  - Kristen Ketchum Contact
- Danbury, Connecticut
  - Anthony J. Falcone
  - Anthony J. Falcone Contact
  - Arnold H. Rozany
  - Arnold H. Rozany Contact
  - Christopher P. Kachur, AAMS®
  - Christopher P. Kachur, AAMS® Contact
  - Darrelyn Brennan, AAMS®, CFP®
  - Joan Monder
  - Rick Balmaseda, CFP®
  - Rick Balmaseda, CFP® Contact
  - Robert A. Schenck
  - Robert A. Schenck Contact
- Decatur, Illinois
  - Frances Ann Williams
  - Frances Ann Williams Contact
  - Jamie L. Brunner
  - Jamie L. Brunner Contact
  - Kit Paulin, CFP®
  - Kit Paulin, CFP® Contact
  - Todd W.A. Brunner, AAMS®
  - Todd W.A. Brunner, AAMS® Contact
- Denver, Colorado
  - David F. Moreno
  - David F. Moreno Contact
  - Mark Barczuk
  - Mark Barczuk Contact
  - Mark P. Fellows
  - Mark P. Fellows Contact
- Destin, Florida
  - Daniel (Dan) Cauley
  - Daniel (Dan) Cauley- Contact
  - James (Jim) Luttrell, Jr.
  - James (Jim) Luttrell, Jr. Contact
  - Matt Dahlman
  - Matt Dahlman Contact
  - Nicholas Barlotta III
  - Nicholas Barlotta III Contact
  - Nick Barlotta, Jr.
  - Nick Barlotta, Jr. Contact
- Edwardsville, Illinois
  - Bradley S. Joiner, CLU®
  - Bradley S. Joiner, CLU® Contact
  - Marcy Pinnell, AAMS®
  - Marcy Pinnell, AAMS® Contact
- Galesburg, Illinois
  - Jack Crock
  - Jack Crock Contact
- Germantown, Tennessee
  - Bill Pickens
  - Bill Pickens Contact
  - Bruce Evans, CFP®
  - Bruce Evans, CFP® Contact
  - Evans, Pickens, Templeton, Vaughn Wealth Management Group
  - John Templeton
  - John Templeton Contact
  - Zack Vaughn, CFP®
  - Zack Vaughn, CFP®Contact
- Grand Rapids, Michigan
  - Deborah J. Lambrix-Tallman, CFP®
  - Deborah Lambrix, CFP® Contact
  - Todd Brandstadt, CFP®
  - Todd Brandstadt, CFP® Contact
- Gulfport, Mississippi
  - Angela Wolfe, AAMS®
  - Angela Wolfe, AAMS® Contact
  - Bridget L. Weatherly, CFP®
  - Bridget L. Weatherly, CFP® Contact
  - Hal Kaigler, CFP®
  - Hal Kaigler, CFP® Contact
  - P. Michael Pela, CFP®
  - P. Michael Pela, CFP® Contact
  - Tom L. McCormick, CFP®
  - Tom L. McCormick, CFP® Contact
- Hamden, Connecticut
  - Elizabeth McClelland, CFP®
  - Elizabeth McClelland, CFP® Contact
  - Mark Franco
  - Mark Franco Contact
  - Richard Pignone
  - Richard Pignone Contact
- Harrison, Arkansas
  - Chris McNew, RICP®
  - Chris McNew, RICP® Contact
  - John Weir, CFP®
  - John Weir, CFP® Contact
  - Randy Raney
  - Randy Raney Contact
- Hattiesburg, Mississippi
  - Howell Taylor Contact
  - Howell Taylor, CFP®
- Highlands, North Carolina
  - Justin A. Souma, AAMS®, CFP®
  - Justin A. Souma, AAMS®, CFP® Contact
  - Steven R. Perry
  - Steven R. Perry Contact
- Jonesboro, Arkansas
  - Andy Peeler
  - Andy Peeler Contact
  - Brian Erwin
  - Brian Erwin Contact
- Laconia, New Hampshire
  - Richard L. Breton
  - Richard L. Breton Contact
- Lake Oswego, Oregon
  - Brad R. Pease
  - Brad R. Pease Contact
  - Jenifer Thomas
  - Jenifer Thomas Contact
  - Paula Stiefel
  - Paula Stiefel Contact
  - Pease Wealth Management Group
- LaSalle-Peru, Illinois
  - Chad A. Steinbach, AAMS®
  - Chad A. Steinbach, AAMS® Contact
  - David Claggett
  - David Claggett Contact
  - Scott Shirley
  - Scott Shirley Contact
- Leawood, Kansas
  - Brian Wiklund, CFP®
  - Brian Wiklund, CFP® Contact
  - Gary Liberty, CFP®
  - Gary Liberty, CFP® Contact
  - Ingram / Liberty Wealth Management Group
  - John Diederich
  - John Diederich Contact
  - L. Grant Ingram, CFP®
  - L. Grant Ingram, CFP® Contact
- Littleton, Colorado
  - Bench / Clouse Investment Group
  - Eric Bench, AAMS®
  - Eric Bench, AAMS® Contact
  - Jason G. Clouse, AWMA®
  - Jason G. Clouse, AWMA® Contact
  - Maria Lucido
  - Maria Lucido Contact
- Madison, Wisconsin
  - A. Paul Olsen
  - A. Paul Olsen Contact
  - Matt Clooten, CFP®, CRPC®
  - Matt Clooten, CFP®, CRPC® Contact
- Mandeville, Louisiana
  - Danielson-Tate Wealth Management
  - Darryl Mierl
  - Darryl Mierl Contact
  - Douglas C. Tate, ADPA®, CLTC, CLU®, CMFC®, CRPC Contact
  - Douglas C. Tate, ADPA®, CLTC, CLU®, CMFC®, CRPC®
  - Jim Dombrowski, CFP®
  - Jim Dombrowski, CFP® Contact
  - L. Maurice Provosty
  - L. Maurice Provosty Contact
  - Patrick Garvin
  - Patrick Garvin Contact
  - Rick S. Danielson
  - Rick S. Danielson Contact
  - Scott Foreman
  - Scott Foreman Contact
- Melbourne, Florida
  - Dawn Dickson
  - Dawn Dickson Contact
  - L. Betsy Dickson, CFP®
  - L. Betsy Dickson, CFP® Contact
  - Lauren Bedor
  - Lauren Bedor Contact
  - Richard Milliard
  - Richard Milliard Contact
  - Tom Bedor, CFP®
  - Tom Bedor, CFP® Contact
- Mentor, Ohio
  - Corey Sarosy, CFP®
  - Corey Sarosy, CFP® Contact
  - Jim Duralia
  - Peter Ferrante, CFP®
  - Peter Ferrante, CFP® Contact
  - Scott J. Marn, CFP®, AAMS®
  - Scott J. Marn, CFP®, AAMS® Contact
  - Ted Rigo
  - Ted Rigo Contact
- Metairie, Louisiana
  - F. Kirby Newburger, CFP®
  - F. Kirby Newburger, CFP® Contact
  - Kathy Watts, CFP®
  - Kathy Watts, CFP® Contact
- Midland, Michigan
  - Dana Gibbs
  - Dana Gibbs Contact
  - Matt Bishop, CFP®
  - Matt Bishop, CFP® Contact
  - Ralph Brozzo, CFP®
  - Ralph Brozzo, CFP® Contact
- Morristown, New Jersey
  - Andee Shenocca
  - Anthony J. Miceli
  - Charles Pascarella, CFP®, CIMA®
  - Charles Pascarella, CFP®, CIMA® Contact
  - Lenny Mandel
  - Peter Budd
  - Philip Pascarella, CRPS®
  - Philip Pascarella, CRPS® Contact
  - Richard Niekrash, CFP®
  - Vince Egan, AAMS®
- Naperville, Illinois
  - Curtis Loveday
  - Curtis Loveday Contact
  - Linda L. Dial, AAMS®
  - Linda L. Dial, AAMS® Contact
  - Mary L. Schulte, CFP®
  - Mary L. Schulte, CFP® Contact
  - Moe Mathy
  - Moe Mathy Contact
  - Peter Kramer
  - Peter Kramer Contact
  - Randy Sidio
  - Randy Sidio Contact
  - T.J. Cleland
  - T.J. Cleland Contact
  - The Schulte Wealth Management Group
- New London, New Hampshire
  - Diane Hobart
  - Lori Tetreault, AAMS®
  - Stefanie E. Howell
  - Tetreault-Robb Financial Group
  - Thomas Robb, AAMS®
- Northfield, New Jersey
  - Brian McRory
  - David Karp
  - Peter Tampellini, CFP®
  - Robert Rothhouse, CFP®
  - Teresa Zipf, CFP®
- O’Fallon, Illinois
  - Brent Wilhelm
  - Bret Spivey
  - Bret Spivey Contact
  - Janet Bone, CFP®
  - Jeffrey Luechtefeld
  - Todd Stone, CFP®
  - Troy Cox, CFP®
- Panama City, Florida
  - Kathleen Duncan, AAMS®
  - Kathleen Duncan, AAMS® Contact
  - Libby Romack, CFP®
  - Libby Romack, CFP® Contact
  - Nicole Brusher
  - Nicole Brusher Contact
  - Tania Isbell
  - Tania Isbell Contact
  - Wise Wealth Advisors
- Paris, Texas
  - Robert M. Smith, CFP®
- Pensacola, Florida
  - Kent Lipham
  - Kent Lipham Contact
  - Leon B. Hirsh, CFP®
  - Leon B. Hirsh, CFP® Contact
  - Thomas Carter Contact
  - Thomas M. Carter
- Peoria, Illinois
  - Arthur C. Laine
  - Henrichs Legacy Wealth Management
  - Lila Strubhar, CFP®
  - Max Lalicker
  - Steven J. Houlihan
  - Thomas R. Henrichs, CFP®
- Portland, Oregon
  - Robert H. Rosenbloom
  - Steve R. Potter
  - Steve R. Potter Contact
  - Trent R. Rosenbloom, AAMS®
- Red Bank, New Jersey
  - Charles Blatz
  - James W. Ireland, CFP®
  - Michael J. Doherty, CFP®
  - Richard Dworzak, CFP®
  - Richard Dworzak, CFP® Contact
  - Samuel Annitto
  - Todd C. Leonhardt, CFP®
  - William J. Jasionowski, CFP®
- Rome, Georgia
  - Bruce Hunter, CFP®
  - Bruce Hunter, CFP® Contact
  - Hunter, Smith & Wood Wealth Management
  - James Holder
  - Jay Holder
  - Jimmy Smith, AAMS®
  - Jimmy Smith, AAMS® Contact
  - Jon K. Lewis
  - Mike Crego
  - Rhea Aronhalt, CFP®
  - Scott Wood, CFP®
  - Scott Wood, CFP® Contact
- Saint Louis, Missouri
  - Bill Ferry, CDFA®
  - Bill Ferry, CDFA® Contact
  - Blake Dunlop
  - C. Kevin Coulter
  - Connor Dunlop, AAMS®, CFP®
  - Jeremy Jacobs
  - John Hueseman
  - Larry Richardson
  - Todd Thayer
- Sarasota, Florida
  - Greg Hicks, CRPC®
  - Greg Hicks, CRPC® Contact
  - Marc L. Breuer
  - Marc L. Breuer Contact
  - Peter A. Borho
  - Peter Borho Contact
  - Robert Kahne
  - Robert Kahne Contact
- Sherman, Texas
  - Bruce Melton
  - Hunter Graham, CFP®
  - Katiebeth Worrell, CRPC®, CFP®
  - Lois M. Powell
- Sierra Vista, Arizona
  - Andrew Kjolsrud, AAMS®
  - Andrew Kjolsrud, AAMS® Contact
  - Cisar & Kjolsrud Wealth Management
  - Richard Cisar
  - Richard Cisar Contact
- Springfield, Illinois
  - Craig Schermerhorn, CFP®
  - Craig Schermerhorn, CFP®
  - Craig Schermerhorn, CFP® Contact
  - Dan Pietroburgo, CFP®, MBA
  - Dan Pietroburgo, CFP®, MBA Contact
  - David Brumme
  - Denise Edwards, CFP®
  - Denise Edwards, CFP® Contact
  - Eric Loy
  - Eric Loy Contact
  - Nancy Parsons, CFP®
  - Nancy Parsons, CFP® Contact
  - Rob Pietroburgo, CFP®
  - Rob Pietroburgo, CFP® Contact
- Springfield, Missouri
  - Michael D. Petiford
  - Tim Reese
- Sugar Grove, Illinois
  - Kevin A. Skogsberg
  - Kevin A. Skogsberg Contact
- Tazewell, Virginia
  - Jeffrey D. Murray
- Waterloo, Iowa
  - Brian Persson, CRPC®
  - Dawn Pilipchuk-Kruth, AAMS®
  - Nickolas D. Pilipchuk
- Wheaton, Illinois
  - Amanda Rathe
  - Anthony Simon, CLU® ChFC®
  - Anthony Simon, CLU® ChFC® Contact
  - Brian D. VanderLugt, CFP®
  - Brian D. VanderLugt, CFP® Contact
  - Christopher Larrabee, CFP®
  - Christopher Larrabee, CFP® Contact
  - David B. Fisher, MBA
  - David B. Fisher, MBA Contact
  - David W. Hanson, CFP®
  - David W. Hanson, CFP® Contact
  - Ed Meyer
  - Ed Meyer Contact
  - Kevin Fahy
  - Kevin Fahy Contact
  - Linda Sabo
  - Scot Peterson
  - Scot Peterson Contact
  - Susan Hedman
  - Terry Trauner
  - The Hanson-Fisher Wealth Management Group
  - William Parrilli
  - William Parrilli Contact
- White Plains, New York
  - David T. Shipper
  - Neal J. Baumann
  - Stephen Condon
  - Tom Condon
  - Tom Liptack
- Wichita, Kansas
  - Christopher McGill
  - Mohammad Awad-Eljied
- Woodstock, Illinois
  - Brian Reilly
  - David Reilly
  - Dennis Anderson, CFP®
  - James Wormley, CFP®
  - Matt Wormley, CFP®
  - Ryan Wormley, AAMS®
  - Timothy Oman, CRPC®
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